Canadian investment firms, prepare your client contracts with this template Portfolio Management Agreement for Canada.
- The client retains the investment firm to manage and operate its portfolio for an annual fee which is calculated as a percentage of the value of the portfolio.
- The investment firm is responsible for investing and managing the portfolio, and guarantees a minimum annual return.
- Any returns over and above this minimum will be divided between the client and the firm (as an additional management fee).
- The client agrees to indemnify and hold the firm harmless against claims, liabilities, damages and expenses arising as a result of its performance of its duties under the agreement.
The Canada Portfolio Management Agreement
is a MS Word template which is fully editable to meet your business needs.